Connectus Wealth, LLC
- SEC CIK
- 0001857493
- Latest filing
- May 14, 2024
FSV holding history
FirstService Corp in every 13F filed by Connectus Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
FSV overviewAll 13F holders of FSVFull Q1 2024 holdings
- Shares (Q1 2024)
- 133,167
- Value
- $22.1M
- % of portfolio
- 0.6%
- Quarters held
- 7
- Since Q3 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 133,167 | $22.1M | 0.6% | +2,832+2.2% | Added | Holders |
| Q4 2023 | 130,335 | $21.1M | 0.4% | +939+0.7% | Added | Holders |
| Q3 2023 | 129,396 | $18.8M | 0.4% | +1,809+1.4% | Added | Holders |
| Q2 2023 | 127,587 | $19.7M | 0.5% | +4,918+4.0% | Added | Holders |
| Q1 2023 | 122,669 | $17.3M | 0.4% | +71,269+138.7% | Added | Holders |
| Q4 2022 | 51,400 | $6.30M | 0.2% | +205+0.4% | Added | Holders |
| Q3 2022 | 51,195 | $6.09M | 0.1% | +51,195 | New | Holders |